Palo Alto Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Palo Alto Wealth Advisors, LLC
- $343 Billion
- Q3 2025
A detailed history of Palo Alto Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 8,490 shares of AVDE stock, worth $681,322. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,490Holding current value
$681,322% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
547Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio